Position in DRTS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$212,100
-$5,927 QoQ
Shares Held
30,000
-31.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DRTS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Summit Financial, LLC holds $36,813,099 across 19 Biotechnology names. DRTS ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
16,466 | $12,722,290 | |
| 2 | AXSM |
Axsome Therapeutics, Inc.
|
65,249 | $11,028,385 | |
| 3 | AVXL |
Anavex Life Sciences Corp.
|
940,455 | $2,887,196 | |
| 4 | TGTX |
Tg Therapeutics, Inc.
|
85,393 | $2,836,755 | |
| 5 | VKTX |
Viking Therapeutics, Inc.
|
61,169 | $1,990,439 | |
| 6 | IMRX |
Immuneering Corp
|
376,749 | $1,985,467 | |
| 7 | MDWD |
MediWound Ltd.
|
47,271 | $761,535 | |
| 8 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,429 | $638,105 |
All Filings in DRTS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,100 | 30,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,027 | 44,046 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $232,761 | 51,610 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||